Treasuries and Bonds
The hedge fund industry is under investigation for inflating bond valuations to improve their returns. Wall St also has a pervasive issue of spoofing.
The "recovery" of the U.S. economy has been fueled by rising debt, ultra-low interest rates, and spending. The bond market rout and debt problem may worsen.
There's reason to believe the U.S. Treasury market is getting overheated, meaning the long bull run in bonds could be coming to an end.
Japan's Prime Minister Shinzo Abe's "Abenomics" monetary plan has been ineffective. Is more of it a sound strategy based on voters reelecting Abe?
As bond yields continue to plunge to historical lows, investors are getting fleeced to the tune of $500 billion in lost income per year.
In a recent note, a pair of Deutsche Bank analysts argued that gold "should be trading over $1,700/oz" due to the expansion of central bank balance sheets.
With the presidential election only a few months away, it's very unlikely that the Fed will move on interest rates before ballots are cast in November.
The European Central Bank has compromised EU bond liquidity to the point where it has run out of bonds to buy, destroying any proper valuations.
It's not just the unprecedented low yields on sovereign debt that is plaguing the credit markets. Corporate bonds are likewise stuck in negative territory.